Website Servus Credit Union
At Servus Credit Union, we’re seeking a highly skilled Investment and Planning Consultant to join our Wealth team. As an Investment and Planning Consultant, you will play a key role in helping our members achieve their financial goals.
Company Overview
Servus Credit Union is Alberta’s largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. We’re proud of our reputation as one of Canada’s Best Managed Companies and a top bank in Canada on Forbes World’s Best Banks list.
Job Description
As an Investment and Planning Consultant, you will work closely with our Financial Advisors to provide expert advice and guidance to our members. Your primary responsibilities will include:
• Uncovering the full financial needs of our members and providing tailored solutions.
• Supporting and facilitating the financial planning experience for our members.
• Proactively pursuing external and internal business opportunities to grow our membership base and increase wallet share for Servus.
Requirements
To qualify for this role, you’ll need:
• Minimum 5 years of financial advisory sales experience and thorough knowledge of financial planning, products, policies, procedures, and operations.
• Post-secondary diploma/degree or an equivalent combination of education and experience.
• Investment Funds In Canada (IFIC) certification.
• MFDA License.
Benefits
We offer a competitive compensation package, including performance-based incentive pay, as well as opportunities for career advancement, flexible work options, and meaningful work towards individual and corporate goals.
Our employees are also members, which means you’ll have access to all the benefits of being a member of the credit union, including profit sharing, voting for the board of directors, and exclusive services.